Web Based CRM

CRM Contact

All the CRM Scheduled tasks information are managed under the tasks section of Jim Maurer's CRM.

Add New CRM task

To add a task users should,

  1. Click on the "tasks" link on the main navigation bar.
  2. The pages with the CRM tasks listing is displayed.
  3. Click on "Add task" link placed above the list to add task.
  4. Fill up add task form that is displayed and submit it.
  5. The notification is displayed.
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Edit / Delete CRM Task

Administrators can edit/delete any CRM task where as general users can edit/delete tasks assigned to them only. To edit/delete a task users should,

  1. Click on the "Tasks" link on the main navigation bar.
  2. The pages with the tasks listing is displayed which is sorted alphabetically in order of task name.
  3. The list can be filtered with the help of search. The search can be done according to name, priority or status.
  4. Users should select the particular CRM task to edit/delete with the help of radio button displayed along with the record.
  5. Edit or Delete button should be pressed as required.
  6. The task is deleted after the confirmation from the user.
  7. For edit, an edit form is displayed where users can change any information required.
  8. The form should be submitted by clicking on Edit button.
  9. The notification is displayed.
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View CRM task Details

Administrators can view any task where as general users can view tasks assigned to them only. To view a task users should,

  1. Click on the "tasks" link on the main navigation bar.
  2. The pages with the tasks listing is displayed which is sorted alphabetically in order of task name.
  3. The list can be filtered with the help of search. The search can be done according to name, priority or status.
  4. Users should select the particular task by clicking on the link on task's name.
  5. The task detail is displayed.

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